Estate Planning Director jobs in Philadelphia, PA

Estate Planning Director directs all aspects of the estate planning function including sales, staffing, and supervision. Participates in training and estate planning workshops. Being an Estate Planning Director ensures that the agency stays abreast of regulatory guidelines and new trends in the field. Researches and advises on tax, technical, and legal questions. Additionally, Estate Planning Director introduces new life products to the field and contributes to design of related software and tools. May be a speaker at insurance conferences or meetings. Requires a bachelor's degree of business, marketing, or mathematics. Typically reports to top management. May require Chartered Life Underwriter (CLU). The Estate Planning Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Estate Planning Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)

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Trust and Estate Planning Attorney
  • Petrelli Previtera, LLC
  • Philadelphia, PA FULL_TIME
  • Petrelli Previtera, LLC

    Our law group is growing and we are seeking a trust and estate planning attorney who will zealously represent our clients. You'll handle the administration of probate cases and drafting of estate planning documents, including wills, living wills, and power of attorneys as well as the preparation of estate tax returns. If you are passionate about helping people navigate some of the most difficult challenges they may face in their lives, start your application today.

    Responsibilities
    • Attend court proceedings as needed to represent clients
    • Maintain client files to ensure they are properly organized and up to date

    • Advocate on behalf of clients by understanding their needs, effectively analyzing the situation, and forming a strategy for a plan of action
    • Work closely with paralegals and senior partners to ensure swift action through the civil litigation process
    • Handle the preparation, review, and filing of trust and estate planning documents as needed
    Qualifications

    • At least eight years of experience drafting estate planning documents and administering estates in Pennsylvania and New Jersey
    • Ability to draft basic and intermediate estate planning documents
    • Ability to administer probate estates in Pennsylvania and New Jersey
    • Ability to prepare accountings
    • Ability to prepare estate tax returns
    • Demonstrated client relationship skills
    • Licensed to practice law in Pennsylvania and New Jersey


    Compensation
    $125,000 - $150,000
    About Petrelli Previtera, LLC

    1st Place - 2022 BEST WORKPLACES TO WORK by Philadelphia Business Journal

    Founded in March of 2017, Petrelli Previtera, LLC was recently recognized as the 8th fastest growing company in the Philadelphia metro area by the Philadelphia Business Journal and awarded the Soaring 76 award in 2018 - 2022. In 2019 - 2022, Petrelli Previtera was named to the INC. 5000 list of the fastest-growing companies in the United States.

    Our clients are everyday people who are experiencing marital crises with their spouses. We pride ourselves on being able to take these people from Chaos to Clarity so that they can begin living the future that they desire, today.

    We are committed to the work we do for our clients, but we don’t take ourselves too seriously and really value professional development and team building. We are committed to client service here at Petrelli Previtera, LLC. So much so, that we only hire employees that are completely committed to our core values.

  • 8 Days Ago

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Trust & Estate Planning Attorney
  • Ascension Global Staffing & Executive Search
  • Blue Bell, PA FULL_TIME
  • Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commi...
  • 24 Days Ago

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Estate Planning Attorney
  • Career Development Advisors
  • Philadelphia, PA FULL_TIME
  • Are you just getting started in your legal career?Perhaps you're looking for a shift to more of a people-centered practice?Have you dabbled in basic estate planning and want to learn more?Welcome to t...
  • 1 Month Ago

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Director of Health Services
  • GIRARD ESTATE
  • Philadelphia, PA OTHER
  • Job Details Level: Experienced Job Location: Girard College - Philadelphia, PA Position Type: Regular Full Time Education Level: Bachelor's Degree Salary Range: Undisclosed Director of Health Services...
  • Just Posted

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Director of Business Development
  • GoldOller Real Estate Investments
  • Philadelphia, PA FULL_TIME
  • Unlock Growth Potential as GoldOller's Director of Business Development! Are you a seasoned leader poised to accelerate growth and drive strategic success? GoldOller, a distinguished property manageme...
  • Just Posted

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Regional Director
  • The Inland Real Estate Group of Companies
  • Philadelphia, PA FULL_TIME
  • About Devon Self Storage Devon Self Storage, one of the largest privately owned national self-storage developers and operators, manages over 117 properties and approximately 91,400 units nationally. F...
  • 4 Days Ago

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0 Estate Planning Director jobs found in Philadelphia, PA area

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Director of Planning & Zoning
  • Kennett Township
  • Chadds Ford, PA
  • Are you looking for a job that allows you to be part of the community you work in and a vital tool to the department? Do...
  • 4/24/2024 12:00:00 AM

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RiverGuides Program Supervisor
  • UrbanPromise Ministries
  • Pennsauken, NJ
  • Job Description Job Description Position Title: RiverGuides Program Supervisor Department: Experiential Learning Reports...
  • 4/23/2024 12:00:00 AM

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Associate Director, Financial Planning & Analysis
  • Organon
  • Plymouth Meeting, PA
  • Job Description The Position The US Market Finance Associate Director will join the US Finance Financial Planning & Anal...
  • 4/23/2024 12:00:00 AM

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Human Resources Manager
  • Always Best Care Senior Services
  • Philadelphia, PA
  • The Senior Human Resources Manager leads all Human Resources practices and objectives that will provide an employee-orie...
  • 4/23/2024 12:00:00 AM

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Vice President, Merchandise Planning
  • Burlington Coat Factory
  • Burlington, NJ
  • Vice President, Merchandise Planning in Burlington , New Jersey 1830 Route 130 North Burlington NJ US 08016 **Overview**...
  • 4/23/2024 12:00:00 AM

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Program Coordinator- Mother & Baby Program
  • Cityteam
  • Chester, PA
  • Job Type Part-time Description CityTeam is a Christian non-profit dedicated to supporting communities by meeting immedia...
  • 4/22/2024 12:00:00 AM

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Director Financial Planning and Forecasting HYBRID
  • David's Bridal, LLC.
  • Conshohocken, PA
  • This is a Hybrid role ( 3 days in office) A GREAT opportunity for a Manager or Senior Manager who is ready for a step up...
  • 4/21/2024 12:00:00 AM

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Senior Electrical Engineer
  • STV
  • Philadelphia, PA
  • Description STV is an award-winning professional firm consistently ranking among the country's top companies in educatio...
  • 4/21/2024 12:00:00 AM

Philadelphia, sometimes known colloquially as Philly, is the largest city in the U.S. state and Commonwealth of Pennsylvania, and the sixth-most populous U.S. city, with a 2017 census-estimated population of 1,580,863. Since 1854, the city has been coterminous with Philadelphia County, the most populous county in Pennsylvania and the urban core of the eighth-largest U.S. metropolitan statistical area, with over 6 million residents as of 2017[update]. Philadelphia is also the economic and cultural anchor of the greater Delaware Valley, located along the lower Delaware and Schuylkill Rivers, wit...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Estate Planning Director jobs
$136,936 to $203,663
Philadelphia, Pennsylvania area prices
were up 1.0% from a year ago

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